Client Associate
UBS
Houston, TX0–2 yrs1h agovia LinkedIn
Posted 14 Nov 2026, 09:08 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Diploma
- Must know
- MarketingMicrosoft OfficeCustomer service
- Work
- On-site in Houston
- Pay
- Not stated by the employer.
- Skill demand
- Customer service72%Microsoft Office52%Marketing32%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 14, 2026 · still open
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Company: UBS
About the Role
Provide operational and administrative support to Financial Advisors within the Wealth Management team in the Houston Clearlake office.
Key Responsibilities
- Keep management systems up-to-date with client information
- Educate clients on account services and capabilities
- Help with the preparation of reports and other materials for client meetings
- Collect the right documentation for opening new accounts and service requests
- Plan team marketing events and maintain marketing materials
- Provide the team with a detailed calendar of activities
Requirements & Tech Stack
- Microsoft Office Suite
Qualifications
- A high school diploma
- Client service experience
- Excellent communicator, with solid interpersonal skills
- Detail oriented